Account Type***** ***Account Owner****** *****Account Opps/Deals****** *****Closed Won • Nov 24**K $Closed
******* ****Worked in execs roles at *** together from 2021-2024***** ****Worked in the same department at *** together from 2021-2024
Consultant Self EmployedCertified Financial PlannerJan 95 - PresentColdwell Banker CommercialCommercial Real Estate SalesMar 04- Nov 06First Chicago Bank TrustAsst. Portfolio Manager/ Private TrustOct 88- Jul 90
Ben WaltzTax ConsultantView Profile, ben waltzChristopher ToPrincipal Analyst Finance AnalyticsView Profile, christopher toJan BeileckePricing LeadView Profile, jan beilecke